VCG
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Vantage Consulting Group’s Pathward Financial CASH Stock Holding History

Vantage Consulting Group’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,675
Closed -$61K – 339
2020
Q4 		$61K Buy
+1,675
New +$51K 0.01% 373

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Goldman Sachs
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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NCM
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PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BEP
Brookside Equity Partners Stamford, Connecticut $22.5M AUM 62.43% 1-Year Est. Return

Vantage Consulting Group's CASH Position: Q1 2021 in Review

Vantage Consulting Group sold out of Pathward Financial (CASH) in Q1 2021, closing a stake of 1,675 shares — an estimated $61K sold.

Vantage Consulting Group first reported a position in CASH in Q4 2020 and held it in 1 quarter. The position peaked at $61K in Q4 2020. 163 funds tracked by Wall St. Rank hold CASH as of Q1 2021.

  • Vantage Consulting Group reported no remaining Pathward Financial position as of Q1 2021 after selling out during the quarter.
  • Vantage Consulting Group sold 1,675 Pathward Financial shares in Q1 2021, an estimated $61K.
  • Vantage Consulting Group first reported a position in Pathward Financial in Q4 2020 and held it in 1 quarter.
  • Vantage Consulting Group's Pathward Financial position peaked at $61K in Q4 2020.
  • 163 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2021.

Based on Vantage Consulting Group's 13F filing for Q1 2021, filed 14 May 2021.